Latest Institutional Transactions on Spdr Series Tr Spdr S&P Divide (SDY)
This table provides information on the latest institutional transactions involving Spdr Series Tr Spdr S&P Divide (SDY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-465- 8.21% |
$59.9K - $64.5K
|
5.2K
$731K
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.3KNew |
$296K - $319K
|
2.3K
$324K
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
14.1KNew |
$1.82M - $1.96M
|
14.1K
$1.99M
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-241- 4.96% |
$31K - $33.4K
|
4.62K
$650K
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-55- 75.34% |
$7.08K - $7.63K
|
18
$2.53K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-106- 4.49% |
$13.6K - $14.7K
|
2.25K
$317K
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-707- 16.91% |
$91K - $98K
|
3.47K
$489K
|
|
Q4 2024 | |||||||
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
287New |
$37.8K - $41.3K
|
287
$40.4K
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.91K- 15.7% |
$514K - $563K
|
21K
$2.95M
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.13K- 28.88% |
$807K - $883K
|
15.1K
$2.12M
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
182New |
$24K - $26.2K
|
182
$25.6K
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.14KNew |
$282K - $308K
|
2.14K
$301K
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.08KNew |
$142K - $155K
|
1.08K
$152K
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
2.07KNew |
$272K - $297K
|
2.07K
$290K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.04KNew |
$401K - $438K
|
3.04K
$428K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
64New |
$8.43K - $9.22K
|
64
$9K
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
143+ 25.95% |
$18.8K - $20.6K
|
694
$97.6K
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
38New |
$5K - $5.47K
|
38
$5.35K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
328New |
$43.2K - $47.2K
|
328
$46.1K
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.56KNew |
$337K - $369K
|
2.56K
$360K
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.9KNew |
$250K - $273K
|
1.9K
$267K
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
135New |
$17.8K - $19.4K
|
135
$19K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.72KNew |
$1.28M - $1.4M
|
9.72K
$1.37M
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
38+ 0.96% |
$5K - $5.47K
|
4.02K
$565K
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.5K- 41.67% |
$329K - $360K
|
3.5K
$492K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
442+ 165.54% |
$58.2K - $63.6K
|
709
$99.7K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-332- 13.32% |
$43.7K - $47.8K
|
2.16K
$304K
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-12- 0.35% |
$1.58K - $1.73K
|
3.44K
$484K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10.8K- 99.23% |
$1.42M - $1.55M
|
84
$11.8K
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-72.7K- 90.08% |
$9.57M - $10.5M
|
8K
$1.13M
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1KNew |
$132K - $144K
|
1K
$141K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
6+ 0.22% |
$790 - $864
|
2.73K
$384K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
1.8K+ 94.74% |
$237K - $259K
|
3.7K
$520K
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-473- 20.5% |
$62.3K - $68.1K
|
1.83K
$258K
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-7.41K- 60.82% |
$975K - $1.07M
|
4.77K
$671K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.26% |
$527 - $576
|
1.54K
$217K
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.93KNew |
$254K - $277K
|
1.93K
$271K
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-300- 11.63% |
$39.5K - $43.2K
|
2.28K
$321K
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.06% |
$132 - $144
|
1.76K
$248K
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-355- 18.28% |
$46.7K - $51.1K
|
1.59K
$223K
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.83KNew |
$241K - $263K
|
1.83K
$257K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-58- 0.15% |
$7.64K - $8.35K
|
37.6K
$5.29M
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
5.22KNew |
$688K - $752K
|
5.22K
$735K
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1KNew |
$132K - $144K
|
1K
$141K
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
63New |
$8.29K - $9.07K
|
63
$8.86K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17+ 3.0% |
$2.24K - $2.45K
|
584
$82.1K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
31+ 0.56% |
$4.08K - $4.46K
|
5.58K
$785K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-39- 10.08% |
$5.13K - $5.62K
|
348
$48.9K
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-9- 0.49% |
$1.18K - $1.3K
|
1.82K
$255K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
945New |
$124K - $136K
|
945
$133K
|